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Adero Partners’s Moody's MCO Stock Holding History

Adero Partners’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$329K Buy
706
+20
+3% +$9.64K 0.02% 165
2024
Q4 		$325K Buy
686
+26
+4% +$12.4K 0.02% 164
2024
Q3 		$313K Buy
660
+24
+4% +$11.1K 0.02% 166
2024
Q2 		$268K Buy
+636
New +$253K 0.02% 170

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Adero Partners's MCO Position: Q1 2025 in Review

Adero Partners increased its Moody's (MCO) stake by 2.9% in Q1 2025, buying an estimated $9.64K and bringing the position to 706 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #165.

Adero Partners first reported a position in MCO in Q2 2024 and has held it in 4 quarters since. 1,313 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Adero Partners held 706 shares of Moody's worth $329K as of Q1 2025.
  • Adero Partners bought 20 Moody's shares in Q1 2025, an estimated $9.64K.
  • Moody's made up 0.02% of Adero Partners's portfolio in Q1 2025, its #165 holding.
  • Adero Partners first reported a position in Moody's in Q2 2024 and has held it in 4 quarters since.
  • 1,313 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.